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Artificial Intelligence News 4 January 2026 - 5 January 2026

Sandisk stock rises as AI memory shortage talk lifts SNDK; earnings date looms

Sandisk stock rises as AI memory shortage talk lifts SNDK; earnings date looms

Sandisk Corp shares rose 1.4% to $279.00 in Monday morning trading, with about 4.8 million shares exchanged. The move follows surging demand and tight supply for memory chips used in AI data centers, pushing some prices to more than double since February 2025. Samsung called the shortage “unprecedented.” Sandisk reports fiscal Q2 results on Jan. 29.
5 January 2026
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Nvidia stock edges up as CES 2026 puts AI chip demand back in the spotlight

Nvidia stock edges up as CES 2026 puts AI chip demand back in the spotlight

Nvidia shares rose 0.7% to $190.12 Monday, trading near a session high ahead of CEO Jensen Huang’s CES appearance. Foxconn reported a 22% jump in Q4 revenue on strong AI demand, boosting chip stocks. AMD gained 0.7%, Broadcom fell 2.1%, and Arm Holdings rose 5.3%. U.S. manufacturing contracted for a tenth month, with inflation data in focus before Friday’s jobs report.
5 January 2026
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Meta stock rises in early trade as AI lawsuits and inflation worries hang over Big Tech

Meta stock rises in early trade as AI lawsuits and inflation worries hang over Big Tech

Meta shares rose 1.2% to $658.45 in early New York trading Monday, rebounding with tech as U.S. benchmarks climbed. The S&P 500 and Nasdaq each gained about 0.6%. Investors are watching Friday’s U.S. jobs report and upcoming inflation data for signals on interest rates. Meta traded between $646.79 and $660.10, with 2.1 million shares changing hands.
5 January 2026
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AMD’s CES 2026 keynote is tonight: what Lisa Su’s AI message means for investors

AMD’s CES 2026 keynote is tonight: what Lisa Su’s AI message means for investors

AMD CEO Lisa Su will deliver a CES keynote in Las Vegas at 6:30 p.m. PST Monday, focusing on artificial intelligence. AMD shares rose 1.3% in early U.S. trading ahead of the event. Nvidia and Intel also have CES media-day events scheduled. AMD plans to stream the keynote and outline its AI strategy for data centers and devices.
5 January 2026
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Microsoft stock slides as AI-inflation worries resurface; what MSFT investors watch next

Microsoft stock slides as AI-inflation worries resurface; what MSFT investors watch next

Microsoft shares fell 2.2% to $472.94 in early trading Monday, underperforming other tech giants as investors reacted to concerns that AI-driven data-center expansion could fuel inflation and keep interest rates elevated. Nvidia rose 1.2% and Alphabet gained 0.7%, while Meta and Amazon declined. Traders are awaiting U.S. ISM data later Monday and the CPI report next week for further signals on rates.
5 January 2026
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Micron stock rises as AI memory-shortage fears grip chipmakers — what traders are watching next

Micron stock rises as AI memory-shortage fears grip chipmakers — what traders are watching next

Micron shares rose 2.7% to $323.92 early Monday as investors responded to a global memory chip supply squeeze driven by AI server demand, according to Reuters. Some chip prices have more than doubled since February 2025. Samsung and SK Hynix also gained. Focus shifts to CES and Friday’s U.S. jobs report for further direction.
5 January 2026
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Nvidia stock rises as Jensen Huang’s CES keynote nears, with Foxconn AI demand in focus

Nvidia stock rises as Jensen Huang’s CES keynote nears, with Foxconn AI demand in focus

Nvidia shares rose 1.2% to $188.85 in early Monday trading ahead of CEO Jensen Huang’s CES press conference in Las Vegas. Foxconn, Nvidia’s top server maker, reported record Q4 revenue on strong AI demand. Nvidia also teased new GeForce gaming announcements for later in the day. Tech stocks rebounded after last week’s slide, with traders watching for CES headlines to drive further moves.
5 January 2026
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S&P 500, Nasdaq futures climb as Venezuela takedown lifts Chevron and puts AI back in focus

S&P 500, Nasdaq futures climb as Venezuela takedown lifts Chevron and puts AI back in focus

U.S. stock futures rose Monday after the U.S. captured Venezuelan President Nicolás Maduro, with S&P 500 up 0.3% and Nasdaq up 0.7% premarket. Chevron jumped 6.5% and other oil stocks surged on hopes for wider access to Venezuela’s reserves, though the embargo remains. Oil prices slipped. Maduro is being held in New York and will appear in court Monday.
5 January 2026
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Amazon stock steadies in premarket as Evercore flags Rufus AI as the next AMZN catalyst

Amazon stock steadies in premarket as Evercore flags Rufus AI as the next AMZN catalyst

Amazon shares traded near $226.50 in premarket Monday after Evercore ISI reiterated a buy rating and $335 target, citing growth from its AI shopping assistant Rufus. Analyst Mark Mahaney projected “agentic commerce” could add up to $31 billion in revenue by 2028. Amazon reported 250 million Rufus users in 2025, with a 60% higher purchase rate among them. Investors await Amazon’s next earnings date and U.S. payroll data on January 9.
5 January 2026
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Brand Engagement Network (BNAI) stock rises again premarket as AI pharma deal keeps traders hooked

Brand Engagement Network (BNAI) stock rises again premarket as AI pharma deal keeps traders hooked

Brand Engagement Network shares rose 5.3% to $3.97 in premarket trading Monday, extending Friday’s 62.5% surge. The rally follows disclosure of a $250,000 AI services deal for a top pharmaceutical client. Investors are watching for sustained volume and updates on project timing. The company reported $60,120 in quarterly revenue and $102,715 in cash as of Sept. 30.
5 January 2026
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Palantir vs Oracle: Wall Street’s AI stock split — and 3 alternatives investors are watching in 2026

Palantir vs Oracle: Wall Street’s AI stock split — and 3 alternatives investors are watching in 2026

Wall Street analysts remain neutral on Palantir, citing its high valuation, while seeing more upside in Oracle as AI-related costs rise, according to a Motley Fool analysis. Palantir shares closed at $167.86, down 5.6%, and Oracle at $195.71, up 0.4%. Investors are weighing risks tied to surging chip and power expenses. Alternatives highlighted include Alphabet, Micron, and Nvidia.
5 January 2026
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Micron stock rises in premarket as AI-era memory pricing stays in focus — what MU investors watch next

Micron stock rises in premarket as AI-era memory pricing stays in focus — what MU investors watch next

Micron shares gained about 3% in premarket trading Monday, following a 10.5% surge Friday, with shares indicated at $325.37. Rising chip and power costs tied to AI data centers have drawn investor focus. Micron posted record fiscal Q1 revenue last month and will report next earnings March 18. The company is a key supplier of high-bandwidth memory used in AI systems.
5 January 2026
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Amazon stock: What to watch as analysts raise targets on Rufus AI and AWS

Amazon stock: What to watch as analysts raise targets on Rufus AI and AWS

Amazon shares rose 0.4% to $227.33 in premarket trading Monday after Evercore ISI reiterated a $335 target and Jefferies raised its target to $300. Analysts cited growth potential from Amazon’s AI shopping assistant and AWS. The company reports earnings Jan. 29. Over 250 million customers used the Rufus assistant in 2025, Amazon said.
5 January 2026
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Applied Digital stock jumps 14% as AI-linked names rebound; APLD earnings on Jan. 7

Applied Digital stock jumps 14% as AI-linked names rebound; APLD earnings on Jan. 7

Applied Digital shares surged 14.6% to $28.11 on Friday, trading over 36 million shares ahead of its Jan. 7 earnings release. The move followed renewed risk appetite in AI infrastructure stocks, with chipmakers also rallying. The company plans to spin off its cloud services business and has secured a loan facility for new data-center projects. Broader markets ended mixed, with the Dow and S&P 500 up, while the Nasdaq slipped.
4 January 2026
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Micron (MU) stock jumps 10% as Bernstein lifts target on AI-driven memory price upcycle

Micron (MU) stock jumps 10% as Bernstein lifts target on AI-driven memory price upcycle

Micron shares closed up 10.5% at $315.42 Friday after Bernstein raised its price target to $330, citing a record upcycle in memory pricing driven by AI demand. The Philadelphia Semiconductor Index rose about 4%. Bernstein expects strong memory prices through most of 2026. Investors are watching for signs of sustained pricing momentum in DRAM and HBM.
4 January 2026
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Stock Market Today

Real estate stocks rise as rate-cut bets return; XLRE ends at $41.99 ahead of payrolls and CPI

Real estate stocks rise as rate-cut bets return; XLRE ends at $41.99 ahead of payrolls and CPI

7 February 2026
U.S. real estate stocks rose Friday, with XLRE up 1.8% to $41.99 and VNQ and IYR each gaining 1.6%. The Dow closed above 50,000 for the first time as the 10-year Treasury yield ended at 4.206%. Bank of America downgraded Public Storage and Extra Space Storage, citing weak housing turnover and high borrowing costs. The delayed January jobs report is set for Feb. 11, with CPI due Feb. 13.
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